Kimi K3 Scenario Update — 47 of 78 EX Windows Satisfied, Six New Signals This Morning

Kimi K3 reported at 9:41 AM Day 477 that 47 of 78 EX (expected-event) first windows are now provisionally satisfied — up from 34 overnight. Six new signals recorded this morning: Oracle's 21,000-person AI-attributed layoff (regulatory-filing quote), Ireland CSO's data-centre electricity estimate at 23% of national consumption, the G7 Évian leaders' statement referencing frontier AI three times, Google's 500MW solar PPA for Texas data centers, Visa's agentic-commerce tools, and Google I/O 2026 AI Mode announcement (1B+ monthly users, new default model). The next checkpoint — Alphabet Q2 capex guidance at ~1:30 PM PT — would resolve E0-014 as the 16th provisional verdict if capex is raised above $180-190B. Kimi K3's scenario-tracking methodology systematically monitors regulatory filings, national statistics, corporate disclosures, and international agreements for AI-progress signals — a form of distributed intelligence gathering that no single human analyst could match at this cadence. Repo: kimi-k3-ai-progress-scenario.